FOR THE PERIOD
• JULY 2023 TO 31 IIARCH 2024
ThE PHIL BENNErr FOUNDATKIN
S47

THE PHTL BENNErr FOUNDATION
cop¥rENTS OF ThE FINANCIAL STATEMENTS
FOR THE PERIOO 6 JULY 2023 TO 31 IIARCH 2024
Pag•
R•port ol th• Tru81•
1 to 3

THE PHIL BENNETT FOUNDATION
REPORT OF THE TRUSTEES
FOR THE PERIOD 6 JULY 2023 TO 31 MARCH 2024
The twstees pr95￿t th&r rewrt with Ihe finan(xal staL8rnenb of the charity for the perKrfl 6 Juty 2023 10 31 Marth 2(Y24.
The trustees hav8 a{jopt￿ the provoiorL8 of A(xxyJnting aThJ Re[M￿.￿j by Charib8s.' Statèment of Recomm8ndwJ
Practice applicable to thartties pr￿rir0 thwr w)unts in a0))rdan￿ wth the Financi￿ RgrK)rting Stondard appli¢xbl8
in the UK aTh1 Republicof IrdaThJ IFRS 1¢Y21 {effK*ve 1 January 20191.
OurAlmniisslon Ststemont
To rw8e charit8blèfunds to hdp dEsthntW. disabled or undwpriwle•l ￿(￿d￿37st0 ￿￿Sl)￿e In sp)rt.
Bon￿t8 dèrfv•d from tho Charlty (Includlffj to th• publ1¢}
Our aims fulty refi￿t purFM)ses that the charity IFound8bonl vra5 set up b) further aThJ has b88n developgj wth due
regard to the Chakity Commi%ion s guida￿ on public be[￿fft.
Th8 charity, benefrts the public by PTOVKIiTVd finarrial suprK)rt to th058 indMdua15 wkj meet the above ¢iteri8 and who
are exp8rierring d"rffiDJMes in ￿X￿In￿paIthclpatiffj In sFrt Suth drffi(xJlb85 L*n indude flnancial hardship that 15
preventing that indiwdual to parbapate in or SFrf( - e.g. an indNidual vkno Lsnnot afford to pay an annual
subscription f88 to join a sporb.ry dub or an indmdual vtho ts unable to parbrypat8 in sport because they requi
speaalist equipmentl kit to do so whith they can￿t afft>nJ to pur¢hase.
rknapating in S[￿rt Can offw a rang8 of induthry".
- Improved heath and ph￿K￿l
- Improv8d rnentsl wellbsry
Di8￿pIEn& and wmmitment
- Opportun￿8Sfor team Y￿rI( aThY o)IlatA)r3tK)n
- Improved ry)nfid8nc8 and sknlls
- Reduc81 wlaion
The first appllcant that tre foundati)n SUp[￿rt￿ resultwl in marry of the beneffts set out abov8. The applicabon was
reC￿ved requesting finanrid sUp￿rt for an 8 year toy . Lik8 marw thildren of that &Je, he Want￿ nothing rnore
than to play sport wrth his friends. Unfortunatety. in ordw to (b ￿, h8 T8quirwJ swyar￿ eye•vear whith famity could
not afford to purchase and his coach theretore appli￿ to the FOU￿lat￿n for supwjrt. Havlr¥J review&Y the a5wAaied
appli(ztion, th8 FoundatKJn was satisfied that the applicatron met the requir￿1 (xrt8ria and prowded financial supw)rt to
purchase the eyewear requir￿. The feedbad( T8(*wJ from his mther Ca￿￿1 ey2thy what the Foundabon ha5 b*n
sèt up to a¢hiev8. Sh8 explained that prior to r8￿M￿ 4uipment. Finley had inCr￿1ngty distant frorn h
friends and somewhat isolat￿j as he was unable to join Ih8rn in Wty'ng which he found extrernety frustrating. She
nfirrned that he was now enNwng plaw"ThJ a rarvJ8 cl wth his frTends and was rnuth happi8r as a resuft of being
Ob￿ to do so.
Applleatlon Pryx
Appllcations for fin8ncial supp)rt are m* ty Lx>rnpktiNJ foTm via the Foundab"on's websfte
https'.Ilphi1￿nettfound￿tKJfi.￿)MI
All 8ppli(stK)ns must meet thg FoundatKJns Missh)n Sltsngrrt and must b8 Sutxnitbj by a teather. or an official
mernb8rlrepre5entatwe of an organisabon. The d)arity ¢*)es 9￿￿￿￿onS d1￿* from parents or indwiduals
thernselvgs. Two raf0ran￿ are Nuir￿ for8very a￿￿tson.
Each application is 5cNtini%8d Ob1￿￿r¥￿y by an inderErnlent pand from Iwthtn the FoundatK>n¥ commlltse to ensure It
meets the criteria set out in our aim. Ir rt ¢kns, the appli(xt¥Jn5 is futher gxutinBed to d8t8rrnin8 how much funding
should be provided. In some instan￿. this wll be the fijll amount aP1A￿j foT and e￿h 8ppliratK)n (provide they
meet the (yiterial ￿11 bo assesswl on th¢ indmdual orwmslan￿S attach￿1 to TL Where applicatrjns Ik) not meet the
I￿8. the submitter is noffied thatthe q>pli(xtw)n has not be￿ SLKTrs3fvJl.
There are no ggJgr8phic81 btyJThJaTkns as to th) 13n mthè an apPr￿**n tothe FoUnd81K￿.
Generallon of T￿ni8￿
In order to g8neTate lunding to financi*ly supp)rt lts%e parties Ithy witrmn our anthiSS￿)n stat￿nt, the Charity has
held several events to date
They a￿ as follows..
- Charity Launch Event- Feb 23
- s￿rIe1 F8ver- Sap 23
. GO￿ Day at M8thynys. Oct23
. Class of 87 Dinn8r- Worfd Cup- od rJ

THE PHIL BENNE￿ FOUNDATION
REPORT OF THE TRUStEES
FOR THE PERIOD 6 JULY 2023 TO 31 MARCH 2
- La Chap8ll- Wales vs ErvJland- F*) 24
. ¢3)W Day in Dubai - Mar24
. Celebratk)n dinner 74 invinoble Ltons SO Ye￿5- 24
. C<)W Day at Royal Porthl￿- fkt 24
- Jacks vs Tuths- Jan 25
- Day at Machyny3-Jun 25
- ￿0￿5 Brèakfast- Jul 25
The Charity has also re¢efv￿ donaions frryn other charthes an￿￿off￿an￿8atkIrts Th)table ones asft)Ikw3."
. Bobby and Friend5 Charitable Tnksi
- Barbarians Rugby
- Scadets Regional R￿bY
- Lland11 Rura Counc41
Dlstrbbutlon of fundng
As at the date of Ih85e accounts no appficatk)ro had b8en gJtwu&)ty app￿￿n& have now been fiwng
In.
Dufing the SUbS￿U￿t P8riLwJ, and in order to M￿rn￿e the oprA)rbJnty to encourage and enable indMduaL% to
parkntspate In SFN)rt. the Charity has (through the Dir&Xor of Educatk)n for C8rn8rih•nshire) made £5CK) available to
8V8ry prirnary schcx)l in th8 Carnarthen5hire County. That money must be Us￿1 for entiTety for wrchasiro swrti
]uiprn8nt to ￿ used In the S￿1. Th8r8 ar8 a total of % sch￿)1$ in the Camiarthenshir8 County, many of whith ar8
lorated wrthin d8prived areas. To date 81 srknls have applied antj a￿ in the process CO rer4MT¥J thEAr £5(Y) funding.
all 96 sch(K>ls r8CWVa their £5(K) funding ￿k￿¥t￿)n. a5 is anti0pai￿, the FoundatKJn wTrll hav8 PTovided £48.CK)O to
purchase SFA)rting equiprnentthat can be used and enpywl by approxmatdy 26,5￿j schTh)l Children.
rt is the1n￿tion of the FouNlation to offw a £5LKI fvndl￿ 8lk(8Don to purd)as8 sp)Itro ￿Ut)ment to 8V8ry primary
schctjl wthin a dfvwt IfJLnty nexiyear.
Th8 Phil 8ennett Foundation h88 a150 provid￿1 fundiffj to the Scadets Comrnunty FoundatK)n to employ 8 S￿￿ets
RegK)n81 Ind￿lon L&ad Officer and a Scadgts Rugby Offiw (P￿brokeshireI. The58 ro18s wll un¢Jertake an exten5DI8
raroe of activrti&s to support to wgby fr*T MIX￿ abilty chldren Imale and femalel as well indNlduals from a
raroe of demographics, f(tsten"ng erowJement and indusion. Suth everrtEJthtbes iThlude:
En9aggment Dellvery Progranwne
- Primary Sthool FestNals
- Run F85tNals in Communty Ctuts to devekjp relat￿nShi¥
- CPD Events for Communty Co&*es- Qu81fy sludents to suP￿rt wby ¢%Nerywith Primary Sth(KAs Prcgramrne
- Rugby FestiwaL
. Scadets Match Day F&stival & HaWTime RtyJby Expww*z. 8. 10 18BnK% pw IwJm8 fixbjre
- 12 Scadets Rugby Carnp5
- Support Girfs Hubs
- Support National Evenis- Rry81 Wdsh. Urdd EtstgJdlc#J. PembTokeshire Slk7w. Club Fe*)v8L%. Sthcd Rg4uests
Inclusion Programme
- 30 Frt Fed Fun Camps ddwered in Swalty Areas
- Support and facilrtate Mixed Abilty Rugby FestNals. (Guest SessKJrts. Tr￿rki￿a F￿lty.
- E5tabli5hed1nclusNe Community Clubs to prwde mix&J th.lty Pattrway.
- Support In- Sport Disability Events
- Facilitats Walkn'ry Rugby FestNaL8.
- Facilitate Disabilty Ev8nts ac¥oss the 3 Local Auth¢yth85
- FacAlitate Deaf Comrnunity Evonts
. Support ourwheelthair Rugby Program￿. Roadstsyw. &Ab&ys
- Ethnic Minority Groups - DelNer s￿On$ in a Mwue I Suppyl Internab￿￿ MuknJNural Group I Polish Communty
/ Syrian Cornrnunity
- Support V8t8rans PrcyJramme
- Fl)meless Support Local Auth}1￿85
- NEET Children P￿ramThe wrth Local Authoiities
- STAR- Scheme swporbw thildran with ACES
- SpoTbrvJ Memories PrDJTarnm85
The Communty Foundat￿￿ VOVKle8 a qu&tety thty retth to the Phil Bgnrt Fouftd8tion whlth sets out
the adv￿85 und8rtak•n by at￿ye Offiw5.

THE PHIL BENNErr FOUNDATM)N
REPORT OF THE TRusfEES
FOR THE PERIOD 6 JULY 2023TO 31 MARCH 2024
Plan for the fvture
It 18 th& inwKln of thè louYKlalk)n to Lxjntinl￿ twik1 on tt)è gJOXS Lrf the found8th)n's nKJdd to date both
in holdirF further 8vents to g8neratefuThts and th to L¥)ntin[￿ iD (fiStritr￿B fundirwJ to *p￿￿zrrf5.
Publicty and PTornotion rf Tne Phil Bennett FouwKJ8bon 15 W to wwre ts wm aTKI Cbi￿*ve5 of the tharity remaln
forefront and of utmosi imkYJrtance.
STRUCTURE, GOVERNANCE AND MANAGEMEI
Govemlng document
The ch8rity is (x)ntro118d by its L¥Jv8miNJ (k)Qjm*￿ a doèd oltr￿1 and LxJnstitut&4 an unin(x)rrtrdt*J thaty.
REFERENCE AND ADMINISThATfvE DETAILS
Registered Charity number
1203878
Prfnclpal addre
Clo Albawo&k Ltd
North Dock
Carnarthenshire
SA15 2LF
Tw$tees
A L Stwart{appoTnied 6.7.23}
J J Bènnètt (apwint￿ 6.7.231
D L Quinnell {apFX)inted 6.7.23}
I W Williarns18pwinted 6.7.231
S J Benn8tt lappointgd 6.723}
Independent Examingr
8evan Buckland LLP
Ground Flct)r Carrlgan House
Castle Court
Swans98 Entwprtsè Pa1(
Swansea
SA7 9LA
Approv&J by order ofthe board cltrjstees on .......1311012015............... aThY styJn&Y ￿ its behatt ty.
i W Willlams- Truste8

INDEPENDENT EXAIIINERS REPORT TOTHE TRUSTEES OF
THE PHIL BENNE￿ FOUNDATION
Ind•p•nd•nt •Mmln•rf• r•port toth• In*t•ts (rfTh• Phll Benr*tt F(￿ndalk
I rerKJrt to thg Charity trustees Im my the Tho Phl 8onn8tt Foundalknn (tho Trust) for the
period 6 July 2023 to 31 March 2￿24.
R￿pOn¥1b1I￿￿ and r•port
As the chanty trusteeg ol the Trust are for the prepar*on of Iho xo)unts In ￿)rdar￿9 W￿¢h I
r8qulrem8nts of the Chadtles Act 2011 (Ih&AttI.
I raptrt In wpe¢l of my ¢x8min8ih)n d Ihè TnL* ￿nts (Krt urKler Sthn 145 d the Act In rAryrg out
my examlrth)n I hgve fOlk>￿d 011 th8 Chwty under Sethn 145(5Xbl of
Ind•pond•nt •x•MIn•￿ ¥tat•m?nt
I have COm￿et￿ my exarnln&"on. I confim) matters lo ry at1￿ kn o)nr*thn ￿ tha
Jntiffd k* in otlhB Tru* Act (
AndrwAf Sllk ACA
Bmrt BU¢￿￿j LLP
Ground Cardigan
CBStle Court
Swansea En¢￿se Park
Swansea
SA7 9LA
1311012025

THE PHIL 8ENNErr FOUNDATION
STATEMENT OF FINANCIAL ACTii+illES
FOR THE PERIOD 6 JULY 2023 TO 31 MARCH 2024
Unrastrkth
fund
INCOME AND ENDOWMETrifs FROM
Lh)nations and18gaues
16.251
Othertradirs aCtiv￿8s
224.949
Total
241.2fM)
EXPENDITURE ON
Raising fv￿s
98.264
Charrtabl8 activrb•s
Sports Ac£essibi1ty
T¢)tsl
1CK).722
NET INCOME
140.478
TOTAL FUNDS CARRIED FORWARD
140,478
Thg A￿￿8 lom) patolthaSeffi￿rK%al statements

THE PHIL BENNErr FOUNDATION
BALANCE SHEET
31 MARCH 2024
Unrestric*
fund
CURREKf ASSETS
Debtors
Cash at bart(
151,178
155,498
CRED￿oR5
AMountsf8ll￿lg wthin oney8ar
115,0201
NEf CURRENT A&8Ers
140,478
TOTAL ASSEfs LESS CURRENT UABiunES
140,478
ASSErs
140,478
FUNDS
Unre51rided funds
140.478
TOTAL FUNDS
140.478
The financial statements We￿ approv￿ try the Board rA Tnth85 WKI authowd for issuè on
1311012025
.. and were suned on Tb bew by..
I W Williams- Truste8
The noiesfom) part cllknfénandal statements

THE PHIL BE14NErr FOUNDAT
NOTES TO THE FINANCIAL STATEIAENTS
FOR THE PERIOD 6 JULY 2023 TO 31 MARCH 2024
ACCOUPrnNG POUCIES
Ba•kn of pr•parbny th• finandal •tatsm•nts
The financlal Statements of the tharity. whic* is a put& berfrt under FRS 102, have prepar&Y In
aC(￿da￿ vlth the Charftles SORP IFRS 1Wdl Accounuro and Repo￿n9 ty Charft168.' Stat8ment of
Recy)mmended Pradce aP￿Icable lo tharihes preparing their aL¥))unts In ￿)r￿ar￿0 wth the Flnandal
Ro￿ry4 Stsndard in th¢ UK and Republic cl Irdand IFRS 102118fftha 1 J8nuary 20191,, Finanoal
Stsndard 1￿2 Tho Finanud Starvjanl appl￿￿8 In th& UK and R¢public of Irdand thè
Chaiits85 A¢* SJ11. Th8 fina￿￿ st*8m8nts have teen prepar￿1 histon￿ c(ffjl 0)n￿n￿gn.
Incom•
l incorre In ts Slaernwrt cl FinaThi* the ha8 ￿lI10M￿￿ to the fvnds.
Exp•ndltyrn
thonty 10 I￿ wDbable wll be r￿r￿1 in 59tV9m8nt aTKI
TJx•tlon
Fund ac¢ounllng
Further ex￿ana1￿1n ofthe naLU￿ puw fiJrKI IB IrKSud&l In th• rth8 totha finArKa￿ Stst￿8nts.
Capltal Grants
Gr8nts reraved 8re uwl to pur¢Jw8 (•1 Wt tr9otwJ res¢rftsJ fvrth In ihe bakn￿ sh99t
and rebase(I to Ihe in￿[re w>eThftyre ￿1￿Mt0¥￿ tslrfg rfthe 888eik>whith they ￿late.
C••h at bwk and In hand
Cosh at bank cash in hand fnthths (8th sI￿)rt t￿M hwty P￿￿d hofvj w1thin a or
2inilar
D•trknrn
Cr•dtto
Ihat WTII probably [￿tt in the trardw ￿fUr￿ ty a thvd paty th• •ThJJrrt due Io s8tlJe th& obliJa*LVI can be
fDr the fO￿e￿e futu￿. TakntyJ WnsM1￿atkn th• Mt at thg yw WK1 and future &￿INd$.
continugj...

THE PHIL BENNErr FOUNDATION
NOTES TO ThE FINANC￿ STATEMENTS. eontlnued
FOR THE PERIOD 6 JULY 2023 TO 31 MARCH 2024
OTrIER TRADING ACTMTIES
Fundrakslro evenis
Aucbons
SpJn50r5hips
2,010
52,tr27
170.912
224,949
TRUSTEES. REMUNERATION AND BENEFITS
no tsiJ*ees' ￿Un￿￿)n or ollw ber￿(orts p8riKI a[￿ed 31 2024.
Trusto•s' •xp•n89s
Thwe ￿re ro tTUSt885' expenses paKI forthe p&lc4J ￿ded 31 Marth 2W24.
DEBTORS: AMOUNTS FALUNG DUE WITHIN ONE YEAR
4.320
CREDITORS.. AMouKfs FALUNG DUE WtrHIN ONE YEAR
15.020
MOVEMETr￿ IN FUNDS
)vement
in funds
At
31.3.24
UnTestiictod funds
General fund
140,478
140.478
TOTAL FUNDS
140,478
140,478
Net mvern￿l in funds. indUd￿l in the above we as lolkAY6:
IncomiTrJ
Rex¢uTrm moV￿ent
gJJrc8s axpend
in funds
Unrestslctod funds
General fund
241.2tKJ
(1CIJ.7221
140.478
TOTAL FUNDS
241.2(Kl
(1LX),722}
140.478
RELATED PARTY OISCLI)SURES
Duriro the perKxl. in(x)mè toldliNJ £1.XQ vr& r￿ed from an orswB*k)n o)ntrolW by a trL&Stee crf th
(*arty.
Tru5t885 wll have purthased tabks at ￿ents of the Pr￿er￿￿OI prke or treatment is given to t
Truste95 as part ofthis aNangement

THE PHIL BEIINETf FOUNDATION
DEfAJLED STATEME1￿ OF FINANCIAL ACTMTIES
FOR THE PERIOD 6 JULY 2023 TO 31 MARCH 2024
INCOME AND ENDObYMENTS
Donat14)n• l•o•cl
Donatlons
16,251
h•r tradlng xVvl¢l••
FundraisirKJ evernts
Auctkjns
spo￿OI￿1p•
2.010
52.027
170,912
224.949
Totsl In¢(￿￿9 rn•(wYr
241,2(X)
EXPENDtruRE
5.621
Entetsnmwrt
Tr8vdlirvJ
Cl)thSng
Venue & htre (Thts
83.916
8upport co•t•
Manag•n*nt
Insuonce
702
Fln•n
Bank charg88
402
Inf0mM￿on tschnology
Comput¥r ¢¢s¢s
1,354
Totel rBsourEeB
100.7Z2
N•t Incom•
140.478